Hi @jimbrown1, what's up?

I checked here and couldn't find a use case similar to yours. But if you have a plan with Pipefy, you can contact your AGM for possible modeling to meet your needs.

I appreciate you checking into it. I was hoping there might be some ideas from other studios or creative businesses using Pipefy, but I get that it might be a unique case!

For tattoo studios, there are some specific reminders we usually send to clients—like aftercare instructions and reminders to avoid alcohol or certain meds before a session. Automating these kinds of messages would be a huge help in keeping clients prepared and reducing the need for back-and-forth communication.

If connecting with my AGM could help brainstorm a customized workflow, I'll definitely look into it. Do you have any general tips for setting up automated reminders and appointment workflows in Pipefy? Even just some broad advice on phases, automation rules, or managing client communication within the system would be helpful as I start piecing things together.

Thanks again!

Pipefy allows you to integrate with email and messaging apps. Use automated emails to send clients updates on their appointment status or reminders about any prep work they need to do.

informative

To optimize workflow automation in Pipefy for your tattoo studio, you can:

1. Automate Appointment Reminders: Set up automated email or SMS reminders for clients about their appointments, including details on artwork preparation.
2. Task Automation: Create task lists for custom artwork prep, with deadlines, assigned to artists, and automated notifications for progress updates.
3. Client Intake Forms: Automate the intake process by having clients fill out forms that are directly linked to their appointment.
4. Custom Workflows: Design a pipeline for each step—from client booking to artwork completion—with automated triggers for reminders and follow-ups.
5. Integration: Connect Pipefy with your calendar and email tools to sync appointments and reminders seamlessly.

I’ve set up a few automations in Pipefy for managing appointments and artwork tasks. For client appointments, I use automated reminders that are sent out 24-48 hours before the session. For artwork prep, I create task lists that are automatically assigned based on the appointment date, ensuring everything is ready in time. I also use recurring tasks for clients who need follow-up sessions. Integrating Pipefy with Google Calendar helps me sync appointments and tasks seamlessly. These automations have really helped keep everything on track and reduce manual work.